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Disclosery

USMV ISHARES TR

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SHS (fund)

1,365 managers (1,382 13F filers) reported a position in USMV shares at 2026-06-30, 171,302,761 shares in all. 100 filers opened a position and 93 filers sold out during the quarter.

Managers
1,365
13F filers
1,382
New
100
Added
422
Reduced
573
Sold out
93
Shares held by filers
171,302,761

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
FIRST HORIZON CORP1,036$99.9K<0.01%+86113F-HRTimeline
DT Investment Partners, LLC1,000$96.5K0.01%013F-HRTimeline
MCF Advisors LLC993$95.8K<0.01%+113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…945$91.3K0.03%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.933$89K0.02%013F-HRTimeline
Beaird Harris Wealth Management, LLC909$87.7K0.01%+53613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp895$86.3K<0.01%013F-HRTimelineGroup
Private Wealth Asset Management, LLC885$85.4K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.874$84K<0.01%-49213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
COMPASS FINANCIAL MANAGEMENT LLC845$83.5K0.01%13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/849$81.9K0.01%-1,05113F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.839$80.9K0.02%013F-HRTimeline
Corsicana & Co.835$80.5K0.04%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding824$79.7K-32,656Timeline
Main Street Group, LTD826$79.7K0.02%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST821$79.2K0.01%013F-HRTimeline
Synergy Investment Management, LLC792$77.9K0.02%new13F-HRTimeline
Pinnacle Bancorp, Inc.805$77.7K0.02%013F-HRTimeline
Commonwealth Retirement Investments LLC804$77.6K0.02%new13F-HRTimeline
Birchwood Financial Partners, Inc.800$77.2K0.06%+113F-HRTimeline
Tidemark, LLC791$76.3K0.02%+11113F-HRTimeline
Bullock Wealth Management Group785$76.1K0.03%013F-HRTimeline
Family Capital Trust Co769$74.2K0.02%-11913F-HR/ATimeline
DUNCKER STREETT & CO INC767$74K0.01%013F-HRTimeline
Westfuller Advisors, LLC746$71.9K0.03%+213F-HRTimeline
Kingdom Financial Group LLC.745$71.8K0.02%-413F-HRTimeline
UNION SAVINGS BANK740$71.4K0.03%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC735$70.9K0.05%+15013F-HRTimeline
Avion Wealth726$70K0.01%013F-HRTimeline
Orion Capital Management LLC700$67.5K0.02%013F-HRTimeline
Cornerstone National Bank & Trust Co685$66.4K0.02%new13F-HRTimeline
Aventura Private Wealth, LLC664$64K0.02%013F-HRTimeline
Strategic Wealth Advisors LLC670$63K0.05%+9513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.640$61.7K<0.01%new13F-HRTimelineGroup
AMERIFLEX GROUP, INC.637$61.5K0.03%+49513F-HRTimeline
Comprehensive Financial Planning, Inc./…635$61.3K0.03%+213F-HRTimeline
Brooklyn FI, LLC625$60.2K0.01%new13F-HRTimeline
Minot DeBlois Advisors LLC608$58.6K0.05%013F-HRTimeline
Hyposwiss Advisors SA600$57.9K0.05%013F-HRTimeline
Princeton Global Asset Management LLC600$57.9K0.01%013F-HRTimeline
ESL Trust Services, LLC595$57.4K0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department592$57.1K0.01%013F-HRTimelineGroup
IMA Advisory Services, Inc.582$56.1K<0.01%+43313F-HRTimeline
Fourth Dimension Wealth, LLC571$55.1K0.02%new13F-HRTimeline
Atomic Invest LLC560$53.9K<0.01%013F-HRTimeline
YANKCOM Partnership541$52.2K0.02%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.529$51K0.02%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.516$49.7K<0.01%+213F-HRTimeline
Triumph Capital Management500$48.2K0.01%013F-HRTimeline
CNB Bank471$45.4K0.02%013F-HRTimeline
BOK Financial Private Wealth, Inc.450$43.4K<0.01%013F-HRTimeline
JDM Financial Group LLC435$42K0.01%013F-HRTimeline
Beacon Financial Strategies CORP430$41.5K0.02%new13F-HRTimeline
Luken Investment Analytics, LLC425$41K0.01%013F-HRTimeline
Blue Trust, Inc.423$40.8K<0.01%+2313F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC401$38.7K0.02%new13F-HRTimeline
Napier Financial, LLC390$37.6K0.01%013F-HRTimeline
Elevated Capital Advisors, LLC365$35.2K0.01%+5813F-HRTimeline
BFSG, LLC353$34.1K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC350$33.8K<0.01%-32813F-HRTimelineGroup
CrossGen Wealth, LLC350$33.8K0.03%013F-HRTimeline
ENTRUST FINANCIAL LLC347$33.5K0.02%+113F-HRTimeline
Abound Wealth Management346$33.4K0.01%+1313F-HRTimeline
Valued Wealth Advisors LLC340$32.8K0.01%013F-HRTimeline
Horrell Capital Management, Inc.340$32.8K0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC334$32.2K0.02%013F-HRTimeline
Operose Advisors LLC331$31.9K0.01%013F-HRTimeline
Newton One Investments LLC329$31.7K0.01%013F-HRTimeline
Ankerstar Wealth, LLC325$31.4K0.03%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC318$30.7K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.317$30.6K<0.01%+31213F-HRTimelineGroup
Plante Moran Financial Advisors, LLC309$29.8K<0.01%-2513F-HRTimeline
VSM Wealth Advisory, LLC303$29.2K0.01%-19513F-HRTimeline
MASECO LLP300$28.9K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB274$26.4K<0.01%-20613F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC272$26.2K<0.01%new13F-HRTimeline
Boreal Capital Management LLC265$25.6K0.02%013F-HRTimeline
Frankly Finances, LLC262$25.3K0.02%013F-HR/ATimeline
Centennial Bank/AR/in group Centennial Bank/AR/258$24.9K0.01%013F-HRTimelineGroup
Founders Capital Management254$24.5K0.01%new13F-HRTimeline
JPL Wealth Management, LLC240$23.2K<0.01%+7613F-HRTimeline
Byrne Asset Management LLC226$21.8K0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC225$21.7K<0.01%013F-HRTimeline
Crews Bank & Trust225$21.7K<0.01%-19513F-HRTimeline
Reyes Financial Architecture, Inc.224$21.6K0.01%-2,34513F-HRTimeline
Kozak & Associates, Inc.223$21.6K<0.01%013F-HRTimeline
Nemes Rush Group LLC221$21.3K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC220$21.2K<0.01%013F-HRTimeline
Signature Equity Partners, LLC218$21K0.01%+113F-HRTimeline
SITTNER & NELSON, LLC216$20.8K0.01%013F-HRTimeline
Raleigh Capital Management Inc.216$20.8K0.01%+5613F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST215$20.7K0.01%013F-HRTimeline
HOWE & RUSLING INC213$20.5K<0.01%013F-HRTimeline
LRI Investments, LLC197$19K<0.01%-4913F-HRTimeline
Key Capital Management, INC194$18.7K0.01%+8813F-HRTimeline
Caitlin John, LLC189$18.2K0.01%013F-HRTimeline
Investors Research Corp186$17.9K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp184$17.7K0.01%013F-HRTimeline
Bogart Wealth, LLC181$17.5K<0.01%-5413F-HRTimeline
Wilkerson Advisory Group LLC176$17.1K0.01%013F-HRTimeline
Prestige Wealth Management Group LLC172$16.6K<0.01%013F-HRTimeline
Crewe Advisors LLC171$16.5K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.170$16.4K0.01%013F-HRTimeline
Timbuktu Capital Management, LLC165$15.9K0.02%13F-HRTimeline
Copia Wealth Management163$15.7K0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.162$15.6K0.01%-58713F-HRTimeline
Nova Wealth Management, Inc.160$15.4K0.01%-8513F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…158$15.2K0.01%new13F-HRTimeline
NFSG Corp156$15.1K<0.01%013F-HRTimeline
Regatta Research & Money Management139$13.4K0.01%13F-HRTimeline
RMG Wealth Management LLC132$13.3K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.122$11.7K<0.01%new13F-HRTimeline
Decker Retirement Planning Inc.117$11.3K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.115$11.1K0.01%-213F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …112$10.9K<0.01%new13F-HRTimelineGroup
Center for Financial Planning, Inc.110$10.6K<0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …107$10.3K<0.01%13F-HRTimelineGroup
ACIMA PRIVATE WEALTH, LLC106$10.2K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…106$10.2K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC102$9.81K<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC91$8.78K<0.01%013F-HRTimeline
Investment Research & Advisory Group, I…90$8.68K<0.01%new13F-HRTimeline
MidFirst Bank87$8.39K<0.01%013F-HRTimeline
First Bancorp, Inc /ME/86$8.3K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…85$8.2K<0.01%013F-HRTimelineGroup
CITY HOLDING CO81$7.81K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC73$7.04K<0.01%new13F-HRTimeline
CGC Financial Services, LLC68$6.56K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.67$6.48K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC67$6.46K<0.01%013F-HRTimeline
COUNTRY TRUST BANK64$6.17K<0.01%+2813F-HRTimeline
Portfolio Resources Advisor Group, Inc.62$5.98K0.01%013F-HRTimeline
Strive Financial Group ,LLC57$5.5K<0.01%013F-HR/ATimeline
Provenance Wealth Advisors, LLC51$4.92K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC46$4.44K<0.01%+313F-HRTimeline
Financial Life Planners44$4.21K<0.01%013F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…42$4.05K<0.01%-1013F-HRTimelineGroup
NorthAvenue LLC42$4.02K<0.01%013F-HRTimeline
PlanVest Financial, Inc41$3.97K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…40$3.91K<0.01%013F-HRTimelineGroup
Central Pacific Bank - Trust Division40$3.86K<0.01%013F-HRTimeline
MOTCO38$3.67K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC35$3.38K<0.01%013F-HRTimeline
Costello Asset Management, INC34$3.28K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.30$2.89K<0.01%013F-HRTimeline
Advocate Investing Services LLC24$2.31K<0.01%new13F-HRTimeline
Montgomery Financial Services LLC24$2.31K<0.01%13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC22$2.16K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC21$2.03K<0.01%013F-HRTimeline
Networth Advisors, LLC17$1.65K<0.01%+413F-HRTimeline
PITTENGER & ANDERSON INC17$1.64K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC17$1.64K<0.01%new13F-HRTimeline
Quent Capital, LLC17$1.61K<0.01%-913F-HRTimeline
Robinswood Financial LLC16$1.54K<0.01%013F-HRTimeline
Markowski Investments15$1.45K<0.01%13F-HRTimeline
Darwin Wealth Management, LLC11$1.14K<0.01%-3413F-HRTimeline
N.E.W. Advisory Services LLC11$1.06K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.11$1K<0.01%-159,80213F-HRTimeline
ATWOOD & PALMER INC10$965<0.01%new13F-HRTimeline
Prosperity Bancshares Inc10$965<0.01%new13F-HRTimeline
Creative Capital Management Investments…6$579<0.01%013F-HRTimeline
HM PAYSON & CO5$483<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC4$3880.01%new13F-HRTimeline
Rachor Investment Advisory Services, LLC3$292<0.01%013F-HRTimeline
Timmons Wealth Management, LLC0$34<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.